Average Ratings 1 Rating
Average Ratings 14 Ratings
Description
Aprio board portal software saves time in board meeting preparation, improves board communication and engagement and streamlines decision-making beyond the boardroom. Our secure, easy to use cloud-based board portal is the first choice among credit unions, financial services, banks, healthcare and education organizations to provide instant access to board materials on any device and enable real-time collaboration and communication. Backed by 24/7 support from former board administrators, we make good governance simple.
Description
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time.
With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road.
Benefits include:
• Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft
• Custom branded Client portals – Make all your documents and associated communications accessible in one central location
• Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time.
• Controlled external collaboration – Make external collaboration frictionless for all stakeholders
Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Bitium
No
Causal
No
Desktop.com
No
Enormail
No
Google Workspace
No
Ivanti Neurons for MDM
No
Microsoft Outlook
No
Microsoft SharePoint
No
Salesforce
No
Integrations
Microsoft 365
Yes
Bitium
Yes
Causal
Yes
Desktop.com
Yes
Enormail
Yes
Google Workspace
Yes
Ivanti Neurons for MDM
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Salesforce
Yes
Pricing Details
Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees. Every customer gets unlimited training and support and highly-supported onboarding at no extra cost.
You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
Free Trial
Yes
Free Version
No
Pricing Details
$11.00/month/user
Starting at $10 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Aprio Inc.
Founded
2003
Country
Canada
Website
aprioboardportal.com
Vendor Details
Company Name
Ideagen
Founded
1993
Country
United Kingdom
Website
www.ideagen.com/solutions/document-collaboration/huddle
Product Features
Board Management
Agenda Time Management
Yes
Approval Process Management
Yes
Board Assessment
No
Calendar Management
Yes
Collaboration
Yes
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
Yes
Member Directory
Yes
Minutes Management
Yes
Polls / Voting
Yes
Role-Based Permissions
Yes
Roles and Terms
No
Single Sign On
Yes
Skills Tracking
No
Company Secretarial
Annual Filings
No
Archiving & Retention
Yes
Company Formation
No
Company Register
No
Dividend Administration
No
Document Templates
Yes
Important Dates Reminders
Yes
Multi-Company
Yes
Officer Management
No
Shareholder Management
Yes
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
No
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Meeting
Action Item Tracking
Yes
Agenda Management
Yes
Attendee Management
Yes
Board Meetings
Yes
Committee Meetings
Yes
Internal Meetings
Yes
Invitation Management
Yes
Legislative Meetings
Yes
Materials Management
Yes
Meeting Feedback
No
Meeting Preparation Tools
Yes
Meeting Room Booking
No
Minutes Management
Yes
Post-Meeting Tools
Yes
Scheduling
Yes
Travel Management
No
Voting Management
Yes
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Remote Work
Collaboration
Yes
Credential Management
No
Electronic Signature
Yes
Employee Monitoring
No
Live Chat
Yes
Meeting Management
Yes
Project Management
No
Remote Access
Yes
Remote Support
No
Screen Sharing
No
Softphone
No
Task Management
Yes
Time Zone Tracking
No
Video Chat
No
Web Conferencing
Yes
Product Features
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
Yes
Dashboard
No
Exceptions Management
Yes
Forms Management
No
Issue Management
Yes
Mobile Access
No
Multi-Year Planning
No
Risk Assessment
Yes
Workflow Management
Yes
Board Management
Agenda Time Management
No
Approval Process Management
Yes
Board Assessment
No
Calendar Management
Yes
Collaboration
Yes
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
Yes
Member Directory
Yes
Minutes Management
No
Polls / Voting
No
Role-Based Permissions
Yes
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
Yes
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
Yes
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
Yes
Workflow Management
Yes
Customer Engagement
Analytics
No
Churn Management
No
Communication Management
Yes
Community Management
Yes
Content Syndication
Yes
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
No
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
No
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
Yes
Templates
No
Version Control
Yes
Virtual Data Room
Anonymity Management
No
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes